Asset Class Canadian Fixed Income

Mackenzie Investment Grade Floating Rate Fund

Why invest in this fund?

  • Diversification from traditional fixed rate (coupon) fixed income
  • Protection from rising interest rates
  • Income enhancement with high yield exposure while maintaining overall A- or higher
  • Active management to find best value for risk across the floating rate spectrum for the current environment

Key Facts

Portfolio Managers

Steve Locke, MBA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Fixed Income Team

Investment experience since 1995

Felix Wong, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Dan Cooper, CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Movin Mokbel, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2000

Commentary

Q1 Commentary – Mackenzie Fixed Income Team

Read Mackenzie Fixed Income Team’s Q1 commentary to learn about their analysis of key market risks and opportunities.

min read May 17, 2019

Mackenzie Investment Grade Floating Rate Fund

Steve Locke, Mackenzie Fixed Income Team Lead, discusses the features of Mackenzie Investment Grade Floating Rate Fund and his team’s approach to managing the fund.

August 08, 2014

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents